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Consolidated Planning Corp’s Packaging Corp of America PKG Stock Holding History

Consolidated Planning Corp’s Portfolio PKG Stock Details PKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,083
Closed -$2.08M – 197
2025
Q4 		$2.08M Buy
10,083
+979
+11% +$199K 0.21% 101
2025
Q3 		$1.98M Buy
9,104
+4,239
+87% +$874K 0.21% 102
2025
Q2 		$917K Sell
4,865
-816
-14% -$154K 0.12% 120
2025
Q1 		$1.12M Buy
+5,681
New +$1.21M 0.15% 107

Other funds holding PKG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Consolidated Planning Corp's PKG Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Packaging Corp of America (PKG) in Q1 2026, closing a stake of 10,083 shares — an estimated $2.08M sold.

Consolidated Planning Corp first reported a position in PKG in Q1 2025 and held it in 4 quarters. The position peaked at $2.08M in Q4 2025. 877 funds tracked by Wall St. Rank hold PKG as of Q1 2026.

  • Consolidated Planning Corp reported no remaining Packaging Corp of America position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 10,083 Packaging Corp of America shares in Q1 2026, an estimated $2.08M.
  • Consolidated Planning Corp first reported a position in Packaging Corp of America in Q1 2025 and held it in 4 quarters.
  • Consolidated Planning Corp's Packaging Corp of America position peaked at $2.08M in Q4 2025.
  • 877 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.